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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: GVTucker who wrote (68869)	11/20/1998 1:20:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

GV - Re: "The price for an operating system will be higher than the price for a microprocessor, unless Intel recognizes that they, not Microsoft, are the one with leverage. " All the more reason to buy Microsoft ! Paul

To: GVTucker who wrote (68869)	11/20/1998 1:33:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

<The price for an operating system will be higher than the price for a microprocessor, unless Intel recognizes that they, not Microsoft, are the one with leverage.> Not anymore. You already said before that Andy Grove's decision to increase capacity allowed Microsoft to become the de facto standard in operating systems. But what can Intel do now that Microsoft already has the stranglehold on the x86 OS market? Perhaps Merced, McKinley, and the other IA-64 products can be used to level the playing field, especially if Microsoft isn't on the ball with an IA-64 version of Windows NT. But I don't think Intel will go any further than a mere leveling of the playing field, since a war with Microsoft could spell disaster for the computing market in general. Tenchusatsu

To: GVTucker who wrote (68869)	11/22/1998 2:37:00 PM
From: stak	Read Replies (1) \| Respond to of 186894

GV, I agree Intel has been getting the short end of the Wintel stick for quite awhile now. If you were Intel what would you do?? How would you do it without pissing off Microsoft? >>And yet, even as Intel has continually lowered the price nominally for continually superior products, Microsoft has kept the price of their product flat; in fact, once we are all forced into upgrading from the consumer targeted Win 95/98 to NT (as you well know, Win 98 will be orphaned), the price for the Microsoft OS will in fact increase. The price for an operating system will be higher than the price for a microprocessor, unless Intel recognizes that they, not Microsoft, are the one with leverage.<<